National Retirement Planning Experts

National Coverage
Local Professionals

Find Best Financial Advisors in Charlotte, North Carolina

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Charlotte is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Charlotte & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Charlotte?

Looking for a qualified financial advisor in Charlotte? We can help you by narrowing down your options & listing the best financial advisors in Charlotte as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Charlotte near you with the list of certified and vetted Charlotte financial advisors.

List of Qualified Financial Advisors in Charlotte, North Carolina

advisor-photo

Tony Montanari

ACM Wealth Management

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203

877-707-5429

advisor-photo

Alex Calott and Austin Powell

Blue Financial

5970 Fairview Road Suite 712

Charlotte, NC 28210

704-302-1141

advisor-photo

Mike Allison

Blackbridge Financial

4777 Sharon Road
Suite 540

Charlotte, NC 28270

980-288-5477

advisor-photo

Craig Faile

Blackbridge Financial

15515 York Rd.

Charlotte, NC 28278

704-641-0018

advisor-photo

Antonio V. Porretta

Blackbridge Financial

*

Harrisburg, NC 28075

704-960-9646

dummy-image

Jeff McElroy

US Financial Services

19109 W. Catawba Avenue
Suite 200

Cornelius, NC 28031

704-458-1174

Top Financial Advisor Firms in North Carolina (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
BARINGS LLC
300 S. Tryon Street, Suite 2500 Charlotte, NC 28202
106006 $307,360,918,170 329 A percentage of AUM
Fixed fees
Performance Based
GLOBAL ENDOWMENT MANAGEMENT, LP
224 W Tremont Avenue, Charlotte, NC 28203
157772 $13,167,403,572 29 A percentage of AUM
Fixed fees
Performance Based
WEDGE CAPITAL MANAGEMENT LLP
301 South College Street, #3800 Charlotte, NC 28202-6002
106234 $10,186,000,000 263 A percentage of AUM
GULF STREAM ASSET MANAGEMENT
4350 Congress Street, Charlotte, NC 28209
300673 $2,512,086,668 7 A percentage of AUM
Performance Based
ALLY INVEST ADVISORS
601 S. Tryon Street, Suite 100 Charlotte, NC 28202
170301 $1,081,027,231 77195 A percentage of AUM
PROVIDENCE CAPITAL ADVISORS, LLC
4500 Cameron Valley Parkway, Suite 270 Charlotte, NC 28211
174631 $681,032,169 1809 A percentage of AUM
Hourly charges
Fixed fees
QUANTITATIVE PROCESS, LLC
10700 Sikes Place, Suite 395 Charlotte, NC 28277
165699 $465,798,831 286 A percentage of AUM
Hourly charges
Fixed fees
AUCTUS ADVISORS LLC
325 Arlington Avenue, Suite 625 Charlotte, NC 28203
289489 $343,676,559 550 A percentage of AUM
Fixed fees
EASTOVER CAPITAL MANAGEMENT
509 Fenton Place, Charlotte, NC 28207
150821 $301,372,067 476 A percentage of AUM
TANNIN CAPITAL, LLC
1026 Jay Street, Suite B153 Charlotte, NC 28208
304238 $207,203,335 375 A percentage of AUM
INVESTOR ADVISORY GROUP
421 South Sharon Amity Road, Suite A Charlotte, NC 28211
106837 $154,544,746 426 A percentage of AUM
Hourly charges
Fixed fees
CANNON ADVISORS
2108 South Boulevard, Suite 200 Charlotte, NC 28203
293929 $129,263,512 597 A percentage of AUM
Hourly charges
Fixed fees
HAYDEN HARPER WEALTH ADVISORY, LLC
828 East Boulevard, Charlotte, NC 28203
152091 $124,477,430 228 A percentage of AUM
Hourly charges
Fixed fees
TRICAPITAL WEALTH MANAGEMENT, INC.
Three South Executive Park, 6115 Park South Drive, Suite 330 Charlotte, NC 28210
118788 $101,274,994 183 A percentage of AUM
Hourly charges
Commision Based
JHH WEALTH, LLC
112 South Tryon Street, Suite 1220 Charlotte, NC 28284
153924 $91,816,190 154 A percentage of AUM
Fixed fees

Additional Financial Advisors in North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alexandra Naranjo-Myrick - Morgan Stanley
Inquire with Alexandra
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3476
Ash Minor
Inquire with Ash
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3438
Benjamin Horn
Inquire with Benjamin
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3418
Bret Urbanski
Inquire with Bret
4521 Sharon Rd, Ste 300 Charlotte, NC 28211 704-916-6895
Antonich & Associates
Inquire with Antonich
8832 Blakeney Professional Dr, Ste 302 Charlotte, NC 28277 704-944-2080
Andy Young
Inquire with Andy
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3412
Brandon Whelan
Inquire with Brandon
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-571-3224
Brian C Battle
Inquire with Brian
6100 Fairview Rd, Ste 1105 Charlotte, NC 28210 704-556-9250
Brolen Davis
Inquire with Brolen
8832 Blakeney Professional Drive, Suite 200 Charlotte, NC 28277 704-441-3300
Bradley Thompson
Inquire with Bradley
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3490

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors